The Portfolio Page: A 360° View

The Portfolio page is your central command center for performance analytics. It aggregates data from all of your connected exchange accounts to give you a complete picture of your total value, asset a

Global Portfolio Overview

The top of the page gives you a snapshot of your entire trading operation.

Global Portfolio Overview dashboard showing total value chart, P&L, and a list of connected accounts on the right

  • Main Chart: This graph visualizes the change in your Total Value over time. You can adjust the timeframe using the selectors (1H, 1D, 1W, etc.) at the top right of the chart.

  • Total Value: The current, combined value of all assets across all connected accounts.

  • 24h P&L: The total realized profit and loss from all your bots over the last 24 hours.

  • Individual Account Cards: On the right, you'll see a card for each of your connected accounts . These show a quick summary, including the account type (SPOT/FUTURE) and 24h performance.

    • Pro Tip: Clicking on any of these individual cards will filter the view to show you detailed performance for just that single account.

Performance Tabs

Below the main overview, a series of tabs allows you to dive deeper into specific aspects of your portfolio.

Assets

This tab shows your Asset Exposure, giving you a detailed breakdown of every coin you hold across all your accounts.

The Assets tab, showing a list of cryptocurrencies like BTC and USDT with their corresponding value and portfolio weight

  • Columns Explained:

    • Symbol: The cryptocurrency ticker (e.g., BTC).

    • Total: The total amount of that coin you own.

    • Available: The amount available for new trades.

    • Locked: The amount currently reserved in open orders by your active bots.

    • Value: The total value of the asset in your chosen currency.

    • Weight: The percentage this asset represents of your total portfolio value.

  • Currency Selector: You can change the currency (e.g., from USD to HKD or EUR) used for value calculations by using the dropdown menu at the top right.

A dropdown menu showing a list of fiat currencies: USD, HKD, JPY, EUR, AUD, GBP

Best/Worst Performer

This tab gives you a quick, at-a-glance insight into which bots are having the biggest impact—both positive and negative.

Two cards side-by-side, one labeled 'Top Performer' showing a positive gain, and the other 'Worst Performer' showing a negative return

It highlights the single Top Performer and Worst Performer from all your active bots, showing their profit/loss and percentage gain/loss.

Active bot

This tab provides a clean, card-based view of every bot you currently have running across all accounts. It's a great way to quickly scan the real-time performance of your entire bot army.

A gallery of four active bot cards, each displaying the trading pair, strategy, and current profit or loss

Each card displays the bot's trading pair, its strategy type (e.g., LONG_GRID), and its current profit or loss in both absolute and percentage terms.

Earning Calendar

The Earning Calendar is a powerful tool for visualizing your daily performance over time.

A monthly calendar view where each day is populated with the total profit or loss for that day, colored green for profit and red for loss

This view shows a calendar month, with each day displaying the total realized P&L from all your bots for that day.

  • Green days indicate a net profit.

  • Red days indicate a net loss.

This makes it incredibly easy to spot trends, identify your most profitable days, and understand the rhythm of your strategies' performance.

PreviousUnderstanding Your Transaction HistoryNextBot Strategy vs. Buy-and-Hold

Last updated